Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty (NASDAQ: ULTA) | Managing Director at Prisma Ventures Acquisitions are not the only way companies can achieve growth. Partnerships are a great way for organizations to grow their organic growth capabilities. In this episode of the M&A Science Podcast, Yvanna Perez-Morel , Sr. Director of Corporate Development at Ulta Beauty | Managing Director at Prisma Ventures , discusses alternative strategies to accelerate growth. This...
Feb 02, 2023•42 min•Ep. 220
Michael Frankel , Founder and Managing Partner of Trajectory Capital Establishing strong connections with a target company is essential in M&A. Securing deals can be challenging, but a strategic approach can result in mutually beneficial outcomes. In this episode of the M&A Science Podcast, Michael Frankel , Founder and Managing Partner of Trajectory Capital , shares his approach to deal-making from first conversations to LOI. We want to feature our listeners over the coming months on social med...
Jan 30, 2023•49 min•Ep. 219
Guy Fisher , Head of Corporate Development at Suncorp Group ( ASX: SUN) In order for an M&A process to be successful, there must be effective governance in place. Governance is used to manage risks, and ensure that key stakeholders are well-informed and able to provide appropriate oversight throughout a transaction. In this episode of the M&A Science Podcast, Guy Fisher , Head of Corporate Development at Suncorp Group , shares his expertise in setting M&A governance up for efficiency. "Speed and...
Jan 26, 2023•46 min•Ep. 218
Thomas Gorman , Strategy & Corporate Development at Pantheon Platform Mark Khavkin , CFO at Pantheon Platform Acquiring a company is complex and challenging, and in some instances, unnecessary. If buyers only need the people inside of a target company, they can do an acquihire instead of a traditional acquisition. In this episode of the M&A Science Podcast, Thomas Gorman , Strategy & Corporate Development at Pantheon Platform , and Mark Khavkin , CFO at Pantheon Platform , discusses executing ac...
Jan 23, 2023•36 min•Ep. 217
Josh Holleman , Partner at Cooley LLP In recent years, there has been a surge in using reps & warranty insurance in M&A, especially in private deals. Buyers and sellers can save significant time and money using reps and warranties insurance. In this episode of the M&A Science podcast, Josh Holleman , Partner at Cooley LLP , discusses how to approach reps and warranties insurance. This episode is sponsored by FirmRoom , the fastest virtual data room used to get deals done. Leave the pay-per-page ...
Jan 19, 2023•49 min•Ep. 216
Ken Bond , Head of Corporate Development at Cetera Financial Group Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal. In this episode of the M&A Science Podcast, Ken Bond , Head of Corporate Development at Cetera Financial Group , discusses the key things to consider during pre-LOI conversations. We want to feature our ...
Jan 16, 2023•43 min•Ep. 215
Gitanjali Pundir , Vice President, Global Corporate Development and M&A at Visa (NYSE: V) Today, more than 20 reps and warranty insurance companies exist. And unlike before, they are now willing to cover the entire suite of reps and warranties to replace the indemnification provisions in a traditional purchase agreement. So are they worth it? Should buyers consider reps and warranty insurance on all their deals? In this episode of the M&A Science Podcast, Gitanjali Pundir , Vice President, Globa...
Jan 12, 2023•44 min•Ep. 214
Jeremy Segal , Executive Vice President Corporate Development at Progress ( NASDAQ: PRGS) Deal origination requires a well-planned strategy, and starts with informal conversations with a potential target. In this episode of the M&A Science Podcast, Jeremy Segal , Executive Vice President of Corporate Development at Progress , discusses what happens from first conversations to LOI. This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M...
Jan 09, 2023•44 min•Ep. 213
Veena Ramaswamy , Head of Corporate Development at Lemonade (NYSE: LMND) Executing acquisitions without a dedicated function is highly inefficient and results in failed deals. Companies should not purely rely on inbound opportunities, and need strategic teams dedicated to sourcing deals. In this episode of the M&A Science Podcast, Veena Ramaswamy , Head of Corporate Development at Lemonade , discusses how to create a corporate development function. Want to learn about upcoming interviews, events...
Jan 05, 2023•49 min•Ep. 212
Rohit Dave , Head of Corporate Development at Block (NYSE: SQ) M&A is an excellent tool for growing a company. Still, acquirers should consider a variety of strategies before committing to a transaction. Choosing the right growth approach also dictates any integration plans. In this episode of the M&A Science Podcast, Rohit Dave , Head of Corporate Development at Block , discusses executing various M&A strategies and how to get the CEO on board. Want to learn about upcoming interviews, events, a...
Jan 02, 2023•50 min•Ep. 211
Cara Bibbiani , Senior Director, Corporate Development, M&A Integration at Hewlett Packard Enterprise (NYSE: HPE) The integration stage of the deal lifecycle is when teams can achieve a transaction's desired synergies. Even though integration starts post-close, integration planning should begin much earlier in the deal process. In this interview, Cara Bibbiani , Senior Director Corporate Development, M&A Integration at Hewlett Packard Enterprise , discusses how to efficiently execute M&A Integra...
Dec 29, 2022•47 min•Ep. 210
Kevin Barnes , Senior Vice President, Corporate Development at Premier ( NASDAQ: PINC) Standing up a corporate development function from scratch is a challenging, yet exciting task. And one of the pillars of a successful M&A function is a solid team who can effectively run deals. In this episode of the M&A Science Podcast, Kevin Barnes , Senior Vice President, Corporate Development at Premier , discusses how to create an M&A team structure. Liked today's episode? Unlock over 60 courses taught by...
Dec 26, 2022•49 min•Ep. 209
Kerry Perez , VP of Enterprise Strategy at AMN Healthcare (NYSE: AMN ) Corporate development and integration roles consist of different responsibilities. Yet, understanding both roles can help practitioners become more effective at deal execution. In this episode of the M&A Science Podcast, Kerry Perez , VP of Enterprise Strategy at AMN Healthcare , will discuss her fascinating journey to M&A, during which she experienced a variety of roles. Liked today's episode? Unlock over 60 courses taught b...
Dec 22, 2022•48 min•Ep. 208
Caroline Jones , Senior Director - Acquisition Success at Cisco (NASDAQ: CSCO) Integrating an acquired company is always challenging. Acquirers must execute quickly and efficiently, navigate changes, and preserve the target company's value. In this episode of the M&A Science Podcast, Caroline Jones , Senior Director - Acquisition Success at Cisco , discusses how to accelerate M&A integration. Liked today's episode? Unlock over 60 courses taught by top-tier M&A practitioners by joining the M&A Sc...
Dec 19, 2022•42 min•Ep. 207
Darrell Heaps , CEO at Q4 Inc . ( TSE: QFOR) A strong deal strategy doesn't guarantee success. Integration is where value is created and must be prioritized from the very beginning of a deal. In this episode of the M&A Science podcast, Darrell Heaps , CEO at Q4 Inc . , discusses how to tie M&A strategy and integration together. This episode is sponsored by the M&A Science Academy. Check out corporate training plans to connect your team with M&A knowledge straight from the best in the industry. T...
Dec 15, 2022•42 min•Ep. 206
Don Yakulis , Global Head of M&A Integration, Light and Wonder , (NASDAQ: LNW) formerly Scientific Games Integrating an acquired company is one of the most daunting tasks in M&A. Integration never goes as planned, but there are things that teams can do to make it much easier for everyone involved. In this episode of the M&A Science Podcast, Don Yakulis , Global Head of M&A Integration at Light and Wonder , discusses the importance of achieving alignment from both teams during M&A integration. Th...
Dec 12, 2022•52 min•Ep. 205
James Harris , Principal, Corporate Development Integration at Google (NASDAQ:GOOGL) Achieving revenue synergies should always be a transaction’s top priority. By leveraging the combined customer base of both companies, and combining the marketing and sales efforts, companies can become a much more powerful force in the marketplace. In this two-part M&A Science Podcast episode, James Harris , Principal, Corporate Development Integration at Google , discusses g o-to-market integration planning. L...
Dec 08, 2022•38 min•Ep. 204
James Harris , Principal, Corporate Development Integration at Google (NASDAQ: GOOGL) When two businesses merge, the new company's success often depends on how well the go-to-market plan is executed. The combined company inherits the two businesses’ customers, products, and respective sales and marketing channels. If not planned properly, the combined efforts can lead to customer confusion and lost sales. In this episode of the M&A Science Podcast, James Harris , Principal, of Corporate Developm...
Dec 05, 2022•41 min•Ep. 203
Larry Forman , Senior Manager and Head of the Ecosystem for Deloitte ’s New Venture Accelerator There are different ways to create and grow a business: build up from scratch, acquire another company, or gain strategic alignment with other companies through partnerships. Through a parternship, a business can leverage someone else's technology for faster growth. In this episode of the M&A Science Podcast, Larry Forman , Senior Manager and Head of the Ecosystem for Deloitte 's New Venture Accelerat...
Dec 01, 2022•47 min•Ep. 202
Kirti Gavri , Head of Corporate Development for Wizeline Auction processes in M&A are very challenging for strategic buyers and corporate development teams need more than a compelling offer to compete in an auction. In this episode of the M&A Science Podcast, Kirti Gavri , Head of Corporate Development for Wizeline , discusses how to run an accelerated deal process. Liked today's episode? Unlock over 60 courses taught by top-tier M&A practitioners by joining the M&A Science Academy. Use code “ac...
Nov 28, 2022•45 min•Ep. 201
Tim Wentworth , Retired CEO, Evernorth Selling a business can be challenging for a founder. Regardless of the reasons behind an exit, there are ways to ensure a company's continuity and success. In this episode of the M&A Science Podcast, Tim Wentworth , Retired CEO of Cigna , formerly known as Express Scripts , discusses how to strategize and execute an exit for a team's greater good. Liked today's episode? Unlock over 60 courses taught by top-tier M&A practitioners by joining the M&A Science A...
Nov 24, 2022•51 min•Ep. 200
Hannah Elsakr , Vice President, Corporate Development, M&A Integration at Adobe Creating value through M&A takes work. There are many steps to take during targeting, diligence, and integration in order to achieve a transaction’s intended synergies. So. how can teams increase a deal’s chances of success? In this episode of the M&A Science Podcast, Hannah Elsakr , Vice President, Corporate Development, M&A Integration at Adobe , discusses executing successful end-to-end M&A. Liked today's episode?...
Nov 21, 2022•39 min•Ep. 199
Benjamin Orthlieb , VP and Head of Corp Dev at LinkedIn The M&A can be highly inefficient, and inefficiency can lead to failed deals. However, some practitioners have figured out how to increase deal success using new work methods. For example, some practitioners have turned to Linkedin as a different way to approach deal origination. In this episode of the M&A Science Podcast, Benjamin Orthlieb , Vice President and Head of Corporate Development at Linkedin , discusses Linkedin’s bottoms-up deal...
Nov 17, 2022•41 min•Ep. 198
Keith Crawford , Global Head of Corporate Development / M&A at State Street (NYSE: STT) Integration is where value is created regardless of what happened during negotiations and diligence. However, an acquirer can destroy a target company if integration is poorly executed. Therefore, ensuring the acquired business is in good hands is imperative. In this episode of the M&A Science Podcast, Keith Crawford , Global Head of Corporate Development / M&A at State Street , discusses how to execute an ef...
Nov 14, 2022•48 min•Ep. 197
Daniel Gittsovich , Vice President, Corporate Strategy & Development at L3Harris Technologies ( NYSE: LHX) Strategy execution is one of the most fundamental reasons behind M&A. Acquiring a business and rationalizing the deal afterwards is a quick way to waste time and money. In this episode of the M&A Science Podcast, Daniel Gittsovich , Vice President, Corporate Strategy & Development at L3Harris Technologies , discusses how to create an Agile M&A strategy. Liked today's episode? Unlock over 60...
Nov 10, 2022•46 min•Ep. 196
Frederic Lebourg , CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group Selling a business is always challenging. Finding the right buyer, negotiating a fair price, and preserving a business for sale takes time and effort, and there are plenty of potential pitfalls that can derail the entire process along the way. This interview is part two of our M&A Science Podcast interview during which Frederic Lebourg , CEO & Managing Director at Redlands Farm Holding, ...
Nov 07, 2022•46 min•Ep. 195
Frederic Lebourg , CEO & Managing Director at Redlands Farm Holding, Inc. - a Subsidiary of the Bollore Group. There are many reasons why an owner sells their business. Before talking to an actual buyer, potential sellers need to prepare their business in order to maximize value. This is part 1 of a 2-part episode on the M&A Science Podcast, during which Frederic Lebourg , CEO & Managing Director at Redlands Farm Holding, Inc. , discusses how to prepare a company for acquisition. Liked today's e...
Nov 03, 2022•46 min•Ep. 194
Atul Tiwary , Vice President of Corporate Development at Barracuda (NYSE: CUDA) The M&A auction process creates competition among potential buyers and drives prices up. In most cases, proactive acquirers tend to avoid these types of transactions, but buyers can also initiate and create their own auction process. In this episode of the M&A Science Podcast, Atul Tiwary , Vice President of Corporate Development at Barracuda , talks about the reverse auction process in M&A. Liked today's episode? Un...
Oct 31, 2022•43 min•Ep. 193
Evelyn De la Cruz , Head of North America Administrative Operations at Spencer Stuart When acquiring another company, there is always the potential that layoffs will need to take place to streamline the new organization. Of course, letting people go is never easy, but there are ways to go about layoffs properly to minimize damage to the individuals and the company's reputation In this episode of the M&A Science Podcast, Evelyn De la Cruz , Head of North America Administrative Operations at Spenc...
Oct 28, 2022•51 min•Ep. 192
Dustin Delewski , Director of M&A Integration Management at Cardinal Health ( NYSE: CAH ) Go-to-market integration is more than just combining the sales and marketing teams. Many nuances often get overlooked, especially in the back office. To increase integration success, there has to be a detailed understanding of the go-to-market system. In this episode of the M&A Science Podcast, Dustin Delewski , Director of M&A Integration Management at Cardinal Health , gives a comprehensive view of how to...
Oct 26, 2022•47 min•Ep. 191
